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Sage Intacct Multi Entity: Top level/Entity Level sync


Instructions on how to add users if using Sage Intacct with multi-entity setup.


Syncing at the Root

  • To sync the account with the top level of the M-Console or at the entity level, add the sync user to the top (parent level).

Syncing at the entity level

  • When syncing at the entity level, create the user at the top(parent level) in Sage Intacct, but in enter the entity ID you want to sync with (under the Sync > Preferences > Login Info). This will also apply for clients who have multiple entities in Sage Intacct and want to sync at a particular entity level.